Rita and Herbert Z Gold Charitable

DUNEDIN, FL EIN: 11-6465852

Rita and Herbert Z Gold Charitable is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in DUNEDIN, FL. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $474K in total assets. In 2024, it awarded 3 grants totaling $56K. Net investment income was $27K.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$474K

-6.5% YoY

Annual Giving

$56K

+78.7% YoY

Grant Count

+0.0% YoY

Avg Grant Size

$19K

+78.7% YoY

Under IRS private-foundation payout rules, Rita and Herbert Z Gold Charitable reported a distributable amount of $35K for 2024 — the minimum it must pay out in qualifying distributions.

About Rita and Herbert Z Gold Charitable

Based on IRS filings

Focus Areas

Philanthropy, Voluntarism & Grantmaking

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

New York $324K (69%)

New Jersey $75K (16%)

California $51K (11%)

Florida $10K (2%)

Kansas $10K (2%)

States

California Florida Kansas New Jersey New York

Cities

EdisonFarmingdaleMelvilleNew YorkOaklandRichmondSafety HarborWichita

Financial History

Multi-year comparison from IRS filings

Revenue

Expenses

Qualifying Distributions

Net Investment Income

Metric	2024	2023	2022
Total Assets	$473,506	$506,176	$545,640
Revenue	$35,917	$14,692	$74,297
Expenses	$76,953	$54,156	$172,458
Qualifying Distributions	$68,244	$46,049	$159,279
Net Investment Income	$27,154	$6,585	$64,314
Distributable Amount	$35,252	$26,024	$31,540

Giving Over Time

Total grant dollars and number of grants per year

Grant Insights

How this funder distributes its grants

Top Recipients

Top 3 recipients in 2024

Grant Size Distribution

18 grants across all recorded years

Giving History

Grant recipients and amounts by year

Among its reported 2024 grants, the largest include Strike Anywhere Inc ($30,000), Dakota Dry ($16,999), Dawn Lloyd-matthews ($8,955).

Recipient	Purpose	Amount
DAWN LLOYD-MATTHEWS MELVILLE, NY	COLLEGE SCHOLARSHIP	$8,955
STRIKE ANYWHERE INC NEW YORK, NY	GENERAL SUPPORT	$30,000
DAKOTA DRY OAKLAND, CA	COLLEGE SCHOLARSHIP	$16,999

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

From 2024 filing

Name	Title	Hours	Compensation
PAULA MILONE	TRUSTEE	2	$5,247

Subject Areas

Focus areas based on grantmaking activity

Philanthropy, Voluntarism & Grantmaking

Frequently Asked Questions

What is Rita and Herbert Z Gold Charitable?

Rita and Herbert Z Gold Charitable is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in DUNEDIN, FL. It holds $474K in total assets as of 2024.

How large is Rita and Herbert Z Gold Charitable?

As of 2024, Rita and Herbert Z Gold Charitable holds $474K in total assets with $36K in annual revenue. It awarded 3 grants totaling $56K in 2024.

Where does Rita and Herbert Z Gold Charitable operate?

Rita and Herbert Z Gold Charitable has awarded grants in California, Florida, Kansas, New Jersey, New York.

What size grants does Rita and Herbert Z Gold Charitable award?

In 2024, Rita and Herbert Z Gold Charitable awarded 3 grants totaling $56K — an average of about $19K per grant, based on its IRS Form 990 filings.

How much is Rita and Herbert Z Gold Charitable required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, Rita and Herbert Z Gold Charitable reported a distributable amount of $35K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

What is Rita and Herbert Z Gold Charitable's EIN?

Rita and Herbert Z Gold Charitable's EIN (Employer Identification Number) is 11-6465852. IRS Form 990 filing data is available on this page for 2020–2024.